Get Started

Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions. 

Learn how to get started

Lifetime Asset Management

Financial Solutions for Life

Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.

Schedule Your Consultation

Latest NewsLatest News

Apr

20

LifeTime celebrates three years with Meals on Wheels

For three years, our team has supported the Wake County chapter of Meals on Wheels. Twice a month, we enjoy an opportunity to deliver meals to our North Raleigh community. This campaign has been driven by LifeTime Asset Management’s CIO Guy Swain, and it has been supported by many of our amazing clients, who have…

Read More

Mar

15

LifeTime launches annual Boys & Girls Club fundraiser

The team at LifeTime Asset Management is launching a new campaign, which will contribute annually to the Boys & Girls Club of Wake County’s Great Futures Campaign. Our group kicked off our support by collecting donations during our 2018 Shred Event, raising over $1,000 in this first drive. We look forward to continuing these efforts; the…

Read More

Jan

19

Join us in welcoming Leslie Gaddis to the LifeTime family

We are excited to announce that Leslie Gaddis has joined our firm as a Financial Planning Assistant. Leslie earned her MBA from North Carolina State University. Most recently, Leslie completed the Financial Planning certification through Duke University, passing the CFP© Exam in July 2017. Our clients will have an opportunity to work with Leslie through the financial…

Read More

Latest NewsRecent and Upcoming Events

Oct

11

2018 LTAM Golf Classic

Our annual golf classic is a fun way for our clients and their guests to swing into fall. We can’t wait to see who claims this year’s trophy. Fore!

Read More

Sep

20

2018 Client Appreciation Event – Oktoberfest!

Looking forward to this opportunity to Cheers in 2018! Last year, we hosted our Oktoberfest event at Clouds Brewing. We look forward to providing more details about this year’s event soon. For now, mark your calendars!

Read More

Jun

14

2018 Retirement Symposium

Join us for this educational workshop. We will invite a select group of our clients who may be considering retirement in the next two to three years. We’ll discuss topics such as social security, Medicare, financial behavior, and retirement distributions.

Read More

May

31

2018 Client Appreciation Event at Durham Bulls Ballpark!

We look forward to hosting our clients and their guests at the Durham Bulls Athletic Park. Clients, if you’re interested in attending this fun event, please reach out to Kim at 919-845-5315. Play ball!

Read More

Mar

08

2018 Client Appreciation Event at DPAC

We have a number of clients who enjoy local theater! Our team is planning a small event to attend Phantom of the Opera at DPAC. Clients who are interested, please reach out to Kim at 919-845-5315. Thank you!

Read More

Mar

03

2018 Shred Event

Our Annual Shred Event will be Saturday, March 3rd from 10am-1pm! Do you need to get rid of old tax documents? Do you have outdated or useless electronics that you’ve been meaning to recycle? Looking for an easy way to donate clothes? Want to support some great local charities? Save the date to join Lifetime Asset…

Read More

The expertise you want. The independent professional advice you need.

Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.

Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.

 

LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:

 

Learn More